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K2'S Options To Automate Your Tax Preparation Workflow

Total Credits: 2 including 2 Computer Software & Applications - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry |  Technology
Randolph (Randy) P. Johnston
Course Levels:
2 Hours
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Tax Season can be a daunting time for tax preparers, but it doesn’t have to be with the help of tax automation software tools and other innovative technology. This session will provide an overview of the latest technologies and tools that can help automate your workflow and make the entire tax return preparation process smoother and more efficient. From client portals, workflow management, and e-signatures to robotic process automation, you’ll learn about all the options available to help streamline your tax preparation process. So don’t dread Tax Season - attend this session and arm yourself with the tools you need to succeed!

Basic Course Information

Learning Objectives
  • Identify key tax return preparation processes that have technology automation solutions
  • Differentiate between vendor options for key tax return preparation processes
  • List examples of how preparers can use RPA to automate tax processing

Major Subjects
  • Tax automation software options
  • Learn about the best client collaboration options
  • Leave with a checklist of tools to consider your tax practice

Course Materials


Randolph (Randy) P. Johnston's Profile

Randolph (Randy) P. Johnston Related seminars and products

Exec VP – Co-Founder

K2 Enterprises, LLC

Randolph P. (Randy) Johnston, MCS, has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2021, and was a recipient of the 2021 Accounting Today Top 100 Most Influential People in Accounting award for the eighteenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. In addition, Randy writes a monthly column and produces a weekly podcast for The CPA Practice Advisor, features for the Journal of Accountancy, creates articles for accounting and technology publications, and is the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together, including theatre, music, travel, golf, skiing, snorkeling, and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be evident to you in Randy's presentations.


Mon, Apr 03, 2023 - 10:00am to 11:49am MDT
Tue, Apr 11, 2023 - 12:00pm to 01:49pm MDT
Fri, Apr 21, 2023 - 02:00pm to 03:49pm MDT
Thu, Apr 27, 2023 - 08:00am to 09:49am MDT
Mon, May 01, 2023 - 10:00am to 11:49am MDT
Sat, May 06, 2023 - 12:00pm to 01:49pm MDT
Fri, May 12, 2023 - 02:00pm to 03:49pm MDT
Wed, May 24, 2023 - 08:00am to 09:49am MDT
Mon, Jun 05, 2023 - 10:00am to 11:49am MDT
Tue, Jun 13, 2023 - 05:00pm to 06:49pm MDT
Wed, Jun 21, 2023 - 02:00pm to 03:49pm MDT
Thu, Jun 29, 2023 - 08:00am to 09:49am MDT

Additional Info

Basic Course Information

Prerequisites Fundamental understanding of tax return preparation and software
Advanced Preparation None
Designed For Business professionals who are seeking to stay abreast of major technology developments
Original Recording Date 2022
Course Developer K2 Enterprises 
Date Added to Catalog 03/15/2022

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (972-377-8199). 

Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Instructional Delivery Method

Group Internet Based

Course Registration Requirements

Online Registration

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 



Overall:      4.4

Total Reviews: 9

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